How to Avoid Scams During the Holiday Season

holiday scams and man stealing present

The holiday season is a time for joy, togetherness, and celebration. Unfortunately, it’s also a time when scammers and fraudsters are more active than ever, preying on the generosity and goodwill of individuals and families. As you engage in estate planning to protect your assets and legacy, it’s essential to include safeguarding against scams as…

Read More

Protecting Your Trust from Scams and Fraud

people looking at financial statements checking for scams

Trusts are powerful financial tools used to manage and protect assets for individuals and their beneficiaries. They provide a reliable way to safeguard wealth for future generations, manage charitable giving, and protect assets from potential creditors. However, just like any financial arrangement, trusts can become targets for scams and fraud. To ensure your trust remains…

Read More